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Bogart Wealth LLC’s SS&C Technologies SSNC Stock Holding History

Bogart Wealth LLC’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03K Buy
65
+8
+14% +$543 ﹤0.01% 1266
2026
Q1 		$3.85K Buy
57
+3
+6% +$231 ﹤0.01% 1133
2025
Q4 		$4.72K Sell
54
-6
-10% -$512 ﹤0.01% 1008
2025
Q3 		$5.33K Buy
60
+12
+25% +$1.04K ﹤0.01% 963
2025
Q2 		$3.97K Hold
48
– – ﹤0.01% 986
2025
Q1 		$4.01K Hold
48
– – ﹤0.01% 943
2024
Q4 		$3.64K Hold
48
– – ﹤0.01% 961
2024
Q3 		$3.56K Buy
+48
New +$3.4K ﹤0.01% 889
2023
Q2 		– Sell
-47
Closed -$2.65K – 1122
2023
Q1 		$2.65K Buy
47
+31
+194% +$1.79K ﹤0.01% 855
2022
Q4 		$833 Buy
+16
New +$811 ﹤0.01% 874

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bogart Wealth LLC's SSNC Position: Q2 2026 in Review

Bogart Wealth LLC increased its SS&C Technologies (SSNC) stake by 14% in Q2 2026, buying an estimated $543 and bringing the position to 65 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Bogart Wealth LLC first reported a position in SSNC in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.33K in Q3 2025. 720 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Bogart Wealth LLC held 65 shares of SS&C Technologies worth $4.03K as of Q2 2026.
  • Bogart Wealth LLC bought 8 SS&C Technologies shares in Q2 2026, an estimated $543.
  • SS&C Technologies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1266 holding.
  • Bogart Wealth LLC first reported a position in SS&C Technologies in Q4 2022 and has held it in 10 quarters since.
  • Bogart Wealth LLC's SS&C Technologies position peaked at $5.33K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.